Core Insights - The stock market is reaching new all-time highs, prompting investors to focus on diversification strategies, particularly in international stocks and small/mid-cap growth stocks that offer more attractive valuations [1] Group 1 - Investors are encouraged to increase exposure to international stocks and small/mid-cap growth stocks due to their compelling trading opportunities [1] - Gary Alexander, with extensive experience in technology and startups, provides insights into current industry trends and investment themes [1]

Core Insights - The stock market is reaching new all-time highs, prompting investors to focus on diversification strategies, particularly in international stocks and small/mid-cap growth stocks that offer more attractive valuations [1] Group 1: Market Trends - The current market environment is characterized by a push towards higher stock prices, leading to increased interest in diversification among investors [1] Group 2: Investment Focus - Investors are encouraged to enhance their portfolios by increasing exposure to international stocks and small/mid-cap growth stocks, which are perceived to be trading at more compelling valuations [1] Group 3: Analyst Background - Gary Alexander, with extensive experience in technology sectors on Wall Street and Silicon Valley, provides insights into industry trends and has been a contributor to Seeking Alpha since 2017 [1]

Diversification is a risk mitigation technique that attempts to reduce losses by allocating investments among various financial instruments. https://t.co/wAf7020lOV ...

VanEck's RTH ETF remains resilient amid retail sector shifts by focusing on adaptable, high-performing companies like Amazon, Walmart, and Costco, while limiting exposure to underperformers. Key Takeaways: Introduction The retail landscape is constantly evolving. Shifting consumer preferences and macroeconomic challenges force retailers to evolve or risk falling behind. Even with these challenges, VanEck's Retail ETF (RTH) continues to reflect a balanced approach to retail sector investing . In a market ...

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There are tremendous opportunities for Canada. And I would say to Southeast Asia, and you heard me say this before, come to Canada. I mean, you know, we're here at the Milken Institute.We're talking about capital. So much of the capital today is talking about where is it that they can actually find places for global diversification. I would say Canada is a great place because the other thing we hear from so many of the capital investors here is they're looking for predictability.They're looking for countrie ...

Let's just start with that reporting. Write a lot of the names that were mentioned were ex-U.S., you know, international names. Some of them have ideas.But these stories keep coming up about global supply chain and China's reliance on them. I just wondered what you made of it. Good morning.You know, this reminds me of what happened like a year and a half ago with the break in. You know, they said they were able to produce all of this, you know, at a fraction of a cost. But it turned out that it was all in v ...

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Core Insights - Renowned investor Kevin O'Leary highlighted the competition for electricity between AI data centers and Bitcoin mining in North America [1][2][3] Electricity Demand and Supply - O'Leary noted that the U.S. power grid is facing significant strain due to the high demand from AI data centers, leading to a shortage of available power [2] - The Electric Power Research Institute projects that U.S. data center electricity consumption could reach up to 9% of total electricity generation by 2030, more than double its current consumption [4] Impact on Bitcoin Mining - O'Leary indicated that the competition for power could lead to increased local power rates, which regulators are keen to avoid [3] - Analysts estimate that by the end of 2027, 20% of Bitcoin miner power capacity will shift to AI and high-performance computing [4] Industry Adaptation - Several Bitcoin miners are reallocating energy resources towards AI data centers, repurposing their existing power infrastructure, and leasing capacity to AI firms [5] - CoreWeave Inc., originally an Ethereum mining company, has transitioned to AI cloud services and formed key partnerships with Nvidia and OpenAI [5]

Core Insights - Tesla's third-quarter 2025 delivery numbers increased by 7% year over year, exceeding market expectations of approximately 447,600 deliveries, largely due to a rush of buyers before the expiration of the $7,500 federal EV tax credit [1][2] - The sustainability of Tesla's growth remains uncertain, as the expiration of the EV incentive may lead to a decline in demand, with CEO Elon Musk indicating potential challenges in the upcoming quarters [2][3] Tesla's Challenges - The expiration of the federal EV subsidy is expected to create a demand cliff in North America, compounded by intense competition from Chinese EV manufacturers like BYD [3] - Tesla faces the ongoing challenge of managing expectations for its high-risk ventures, including Full Self-Driving technology and the Optimus humanoid robot [3] Investment Alternatives - Investors may find better value and stability in ETFs focused on legacy automakers such as General Motors and Ford, which have diversified operations across the entire automobile market [4][5] - Legacy automakers can leverage profitable segments like internal combustion engine vehicles and hybrids, providing a buffer against volatility in pure EV demand [5][6] - Financially, legacy automakers offer lower valuations and generally lower volatility compared to Tesla, positioning them better to handle the anticipated softening of the EV market post-subsidy [6] ETFs to Consider - **Invesco S&P 500 Pure Value ETF (RPV)**: This fund focuses on value characteristics and includes General Motors (2.94%) and Ford Motor (2.88%) among its top holdings, with an 18.6% increase over the past six months [8] - **iShares U.S. Manufacturing ETF (MADE)**: This fund provides exposure to U.S. manufacturing companies, including General Motors (3.84%) and Ford Motor (3.15%), with a 41% increase in the past six months [9][10] - **Pacer US Cash Cows 100 ETF (COWZ)**: This fund targets companies with high free cash flow yields, featuring Ford (2.05%) among its top holdings, and has seen a 17.4% increase in the past six months [11]